In her role at Trillium, Jodi helps clients build portfolios to work toward financial, social and environmental goals. Jodi enables clients to use their voice as an investor to press for change using shareholder advocacy and public policy in a broad range of issue areas including sustainable agriculture and human rights in the supply chain. Jodi is s a Chartered Financial Analyst (CFA) Charterholder, and earned an M.B.A. from the HEC School of Management in Paris specializing in Finance. While attending HEC, she consulted with a rural microfinance firm based in Puno, Peru whose client base worked primarily in agriculture. Jodi also holds a B.B.A. in Business Economics from the University of Wisconsin – Eau Claire. She is a member of Spark SF and Women Investing in a Sustainable Economy (WISE). Although she currently resides in San Francisco, Jodi is a native of St. Paul, Minnesota.
- Board Treasurer | Investment Manager, Trillium Asset Management